See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $710 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,779 | $47,977-15.0% | $154,107-73.5% | $56,287-27.6% |
| Participation rate | 98.2% | 66.2%+32.1pp | 83.0%+15.2pp | 69.9%+28.4pp |
| Annual return | -4.69% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,752 | $2,169+26.9% | $5,298-48.1% | $2,111+30.4% |
| Participant deferral / active EE | $2,708 | $2,392+13.2% | $5,081-46.7% | $3,350-19.2% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.8% |